Sowell Financial Services LLC New Holdings in Q4 2024

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HPS
John Hancock Preferred Income Fund Iii

Financial Services
46.4K
New
$14.79 - $17.23 $687K - $800K
46.4K $697K
ISMD
Northern Lts Fd Tr Iv

ETFs
18.6K
New
$36.81 - $40.75 $684K - $758K
18.6K $697K
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.6K
New
$63.58 - $71.15 $675K - $756K
10.6K $691K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
40.8K
New
$15.9 - $17.05 $649K - $696K
40.8K $679K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12K
New
$55.45 - $61.08 $667K - $735K
12K $667K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
14K
New
$44.2 - $49.46 $621K - $695K
14K $642K
HAL
Halliburton CO

Energy
22.8K
New
$25.77 - $31.99 $587K - $729K
22.8K $619K
BJUL
Innovator U.S. Equity Buffer E

ETFs
13.4K
New
$43.33 - $45.42 $580K - $608K
13.4K $596K
CCL
Carnival Corp

Consumer Cyclical
22.1K
New
$17.34 - $26.8 $384K - $593K
22.1K $551K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
12.7K
New
$40.18 - $41.59 $511K - $529K
12.7K $525K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
21.5K
New
$22.01 - $66.82 $474K - $1.44M
21.5K $488K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
10.3K
New
$45.35 - $47.21 $466K - $485K
10.3K $478K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
10.9K
New
$41.96 - $43.69 $457K - $476K
10.9K $471K
SONY
Sony Group Corp

Technology
21.4K
New
$17.53 - $96.8 $375K - $2.07M
21.4K $452K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
40.1K
New
$11.1 - $12.03 $445K - $482K
40.1K $452K
ENVX
Enovix Corp

Industrials
41.4K
New
$8.03 - $12.81 $333K - $531K
41.4K $450K
NECB
North East Community Bancorp, Inc.

Financial Services
18.1K
New
$24.13 - $31.11 $437K - $563K
18.1K $442K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
10.1K
New
$42.25 - $43.54 $425K - $438K
10.1K $431K
CRSP
Crispr Therapeutics Ag

Healthcare
10.7K
New
$38.65 - $55.15 $412K - $588K
10.7K $419K
ENFR
Alerian Energy Infrastructure

ETFs
12.7K
New
$28.52 - $33.11 $362K - $420K
12.7K $395K
CLF
Cleveland Cliffs Inc.

Basic Materials
39.7K
New
$9.24 - $13.94 $367K - $553K
39.7K $372K
QTJL
Innovator Etfs Tr Growth Accel
11.2K
New
$30.57 - $33.17 $344K - $373K
11.2K $365K
FDIG
Fidelity Covington Tr Crypto I

ETFs
11K
New
$25.8 - $42.94 $283K - $470K
11K $355K
SFNC
Simmons First National Corp

Financial Services
13.7K
New
$21.01 - $25.53 $287K - $349K
13.7K $303K
FTGC
First Trust Global Tactical CO

ETFs
11.5K
New
$23.23 - $24.25 $267K - $279K
11.5K $274K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
23.6K
New
$11.39 - $12.41 $268K - $292K
23.6K $274K
GTES
Gates Industrial Corp PLC

Industrials
12.7K
New
$17.3 - $22.93 $220K - $291K
12.7K $261K
IMFL
Invesco Ex Tr Self Indx Fd Tr
10.8K
New
$23.48 - $25.49 $255K - $276K
10.8K $254K
INMD
In Mode Ltd.

Healthcare
15K
New
$14.88 - $19.53 $223K - $293K
15K $250K
SMR
Nuscale Power Corp

Industrials
13.6K
New
$11.69 - $30.21 $159K - $410K
13.6K $243K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
10.4K
New
$22.02 - $46.16 $230K - $481K
10.4K $230K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
18.5K
New
$12.12 - $13.1 $224K - $242K
18.5K $224K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
15K
New
$12.27 - $15.41 $184K - $231K
15K $217K
TAC
Transalta Corp

Utilities
14.5K
New
$10.0 - $14.33 $145K - $208K
14.5K $205K
BEN
Franklin Resources Inc

Financial Services
10.1K
New
$19.35 - $22.76 $196K - $231K
10.1K $205K
Kenvue Inc
10.9K
New
N/A
10.9K $0
Jasper Therapeutics Inc
28K
New
N/A
28K $0
Amplify ETF Tr
20.5K
New
N/A
20.5K $0
CRH.L
Crh PLC

Basic Materials
10K
New
N/A
10K $0
CLMB
Climb Global Solutions Inc Com
11.7K
New
N/A
11.7K $0
Super Micro Computer Inc
13.2K
New
N/A
13.2K $0
IPX
Iperion X Limited

Basic Materials
46.4K
New
N/A
46.4K $0
Advisors Inner Circle Fd Ii
14.6K
New
N/A
14.6K $0
Prospect Cap Corp
341K
New
N/A
341K $0
Advisors Inner Circle Fd Ii
13.7K
New
N/A
13.7K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
11.5K
New
N/A
11.5K $0
ALCC
Alt C Acquisition Corp.

Financial Services
14.5K
New
N/A
14.5K $0
Lam Research Corp
19.1K
New
N/A
19.1K $0
Activity Summary
Buys All Purchases 323 New Holdings 99 Increased Positions 224 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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